- Mutual Funds
- HSBC Mutual Fund
- HSBC Low Duration Fund Direct Growth
HSBC Low Duration Fund Direct Plan Growth
₹ 29.08
NAV (Mar 17)
Low Duration funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
HSBC Low Duration Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,27,151
Wealth Gained8,59,763
Total Corpus Created (₹)
With CAGR of 6.631 % in 5 yearsHistorical NAV
₹ 29.0785
NAV (Mar 17)
Fund Returns
Last 1Y | 7.7% |
Last 3Y | 6.9% |
Last 5Y | 6.6% |
Last 10Y | 7.1% |
Since Inception | 7.4% |
6 Month CAGR | 3.7% |
Scheme Information
The scheme seeks provide liquidity and reasonable returns by investing primarily in a mix of short term debt and money market instruments such that the Macaulay duration of the portfolio is between 6 months to 12 months.
Expense Ratio | 0.24 % |
Launched 12Y ago | 2013-01-01 |
AUM in Crores | 531.3 |
ISIN | INF917K01GM7 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Low Duration Debt Index A-I |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 0.6 |
Beta | 1.4 |
Sharpe Ratio | 0.7 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Low Duration Fund Direct (G) | 8,59,763 | 1,27,151 | 6.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
Others
12.57%Power Grid Corporation Of India Ltd.
6.43%Power Finance Corporation Ltd.
6.23%Indian Railway Finance Corporation Ltd.
6.2%Bharti Telecom Ltd.
6.18%
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,714 cr | ||
₹ 4,444 cr | ||
₹ 15,117 cr | ||
₹ 12,517 cr | ||
₹ 55,112 cr |
About the AMC
HSBC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
19.7% | 18.9% | ||
7.1% | 7.9% | ||
17.3% | 19.7% | ||
7.1% | 6.6% | ||
16.2% | 14.2% |
HSBC Low Duration Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,27,151
Wealth Gained8,59,763
Total Corpus Created (₹)
With CAGR of 6.631 % in 5 yearsFrequently Asked Questions
What is the expense ratio for HSBC Low Duration Fund Direct Plan Growth?
What is the current AUM of HSBC Low Duration Fund Direct Growth?
What is the latest NAV of HSBC Low Duration Fund Direct Growth?
What is the Riskometer rating for HSBC Low Duration Fund Direct Plan Growth?
Which are the top sector holdings in HSBC Low Duration Fund Direct Plan?
Which are the top stock holdings in HSBC Low Duration Fund Direct Plan?
What is the asset allocation of HSBC Low Duration Fund Direct Plan Growth?
What has been the performance of HSBC Low Duration Fund Direct Growth returns?
Does HSBC Low Duration Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in HSBC Low Duration Fund Direct Plan Growth?
How to invest in HSBC Low Duration Fund Direct Growth?
How can I redeem my investment in HSBC Low Duration Fund Direct Plan?